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Dimensional US Real Estate ETF
DFAR

Overview Fund Activity

252 hedge funds and large institutions have $936M invested in Dimensional US Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 108 increasing their positions, 77 reducing their positions, and 15 closing their positions.

Holders
252
Holders Change
+12
Holders Change %
+5%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.26%
New
32
Increased
108
Reduced
77
Closed
15
Calls
$225K
Puts
–
Net Calls
+$225K
Net Calls Change
-$184K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$84.1M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.8M
3
CW
3
Curio Wealth
Maryland
$5.34M
4
FH
4
Financial Harvest
Florida
$5.24M
5
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$4.35M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$50.2M
2
BFA
2
Brown Financial Advisory
Alabama
$3.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.19M
4
AWM
4
Austin Wealth Management
Texas
$2.39M
5
SC
5
Savant Capital
Illinois
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WCWM
26
Willow Creek Wealth Management
California
$9.06M 386,110 +5,412 +1%
Raymond James Financial
27
Raymond James Financial
Florida
$8.66M 368,959 +10,938 +3%
JTWM
28
Jackson Thornton Wealth Management
Alabama
$8.35M 356,221 +42,726 +14%
TFO
29
Timonier Family Office
North Carolina
$8.02M 341,888 +32,917 +11%
HSG
30
Helen Stephens Group
Texas
$7.9M 336,590 -6,505 -2%
CPW
31
Crestmont Private Wealth
Texas
$7.73M 329,294 -8,558 -3%
OFA
32
Onyx Financial Advisors
Idaho
$7.55M 321,767 +2,183 +0.7%
Betterment LLC
33
Betterment LLC
New York
$7.28M 310,093 +41,875 +16%
PS
34
Pinney & Scofield
Massachusetts
$6.61M 281,747 +24,561 +10%
BPA
35
Beacon Pointe Advisors
California
$6.28M 267,811 -5,099 -2%
VAG
36
Vannoy Advisory Group
Texas
$5.96M 253,852 +5,193 +2%
SFO
37
Stokes Family Office
Louisiana
$5.93M 252,913 +417 +0.2%
DF
38
DecisionPoint Financial
Arizona
$5.73M 242,945 +51,174 +27%
PFG
39
Pinnacle Financial Group
Illinois
$5.7M 242,972 +4,182 +2%
PAG
40
Private Advisor Group
New Jersey
$5.67M 241,524 +57,173 +31%
DWM
41
Diversify Wealth Management
Utah
$5.51M 238,937 -39,488 -14%
PFA
42
Pillar Financial Advisors
Kentucky
$5.36M 228,414 +6,358 +3%
CW
43
Curio Wealth
Maryland
$5.34M 227,602 +227,138 +48,952%
SPWM
44
Straight Path Wealth Management
Michigan
$5.27M 224,558 +18,091 +9%
FH
45
Financial Harvest
Florida
$5.24M 223,532 +223,532 New
APC
46
Asset Planning Corporation
Tennessee
$5.09M 216,916 +69 +0%
AC
47
AWM Capital
Arizona
$4.95M 211,043 +112,274 +114%
CPIG
48
Chicago Partners Investment Group
Illinois
$4.81M 199,596 +4,468 +2%
OA
49
Oceanside Advisors
South Carolina
$4.8M 204,474 +5,245 +3%
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$4.74M 202,147 +2,577 +1%
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